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Toronto Dominion Bank

604 hedge funds and large institutions have $52B invested in Toronto Dominion Bank in 2019 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 192 increasing their positions, 217 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $490M | Put options by funds: $260M

21% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 48

2% more funds holding in top 10

Funds holding in top 10: 5354 (+1)

1% more funds holding

Funds holding: 597604 (+7)

0.77% less ownership

Funds ownership: 49.6%48.83% (-0.77%)

1% less capital invested

Capital invested by funds: $52.6B → $52B (-$592M)

12% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 217

Holders
604
Holders Change
+7
Holders Change %
+1.17%
% of All Funds
13.25%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
1.18%
New
58
Increased
192
Reduced
217
Closed
48
Calls
$490M
Puts
$260M
Net Calls
+$230M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
151
Candriam SCA
Luxembourg
$9.32M -$380K -6,678 -4%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$9.27M
Ameriprise
153
Ameriprise
Minnesota
$9.16M +$632K +11,126 +8%
Creative Planning
154
Creative Planning
Kansas
$8.88M +$46.6K +819 +0.5%
SAM
155
Sycomore Asset Management
France
$8.66M
EP
156
Elkfork Partners
Oregon
$8.4M -$286K -5,032 -3%
FWCM
157
Ferguson Wellman Capital Management
Oregon
$8.1M +$163K +2,863 +2%
RMC
158
Resources Management Corp
Connecticut
$8.05M +$7.85M +138,102 New
PIC
159
Portland Investment Counsel
Ontario, Canada
$7.87M -$10.5M -185,200 -58%
CGH
160
Crossmark Global Holdings
Texas
$7.62M -$1.02M -18,027 -12%
FAF
161
Första AP-fonden
Sweden
$7.26M -$955K -16,800 -12%
Barclays
162
Barclays
United Kingdom
$7.17M -$1.3M -22,791 -16%
Neuberger Berman Group
163
Neuberger Berman Group
New York
$6.99M +$1.43M +25,189 +27%
GHCM
164
Glen Harbor Capital Management
California
$6.92M -$236K -4,144 -3%
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$6.79M +$1.17M +20,648 +22%
Macquarie Group
166
Macquarie Group
Australia
$6.74M -$612K -10,771 -9%
Commonwealth Equity Services
167
Commonwealth Equity Services
Massachusetts
$6.49M +$124K +2,188 +2%
VHAM
168
Van Hulzen Asset Management
California
$6.47M +$235K +4,131 +4%
AHC
169
Adell Harriman & Carpenter
Texas
$6.31M +$468K +8,240 +8%
BMC
170
Beaton Management Company
Massachusetts
$6.24M +$743K +13,068 +14%
N
171
Nuveen
North Carolina
$6.15M -$173K -3,047 -3%
FT
172
Fiduciary Trust
Massachusetts
$6.08M +$121K +2,130 +2%
KJHP
173
K.J. Harrison & Partners
Ontario, Canada
$6.05M -$141K -2,476 -2%
MME
174
Meag Munich Ergo
Germany
$5.83M -$609K -10,710 -10%
RJFSA
175
Raymond James Financial Services Advisors
Florida
$5.83M +$48.1K +847 +0.9%

TD Hedge Fund Activity: Q3 2019 in Review

604 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q3 2019, worth a combined $52B — down 1.1% from $52.6B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new TD positions and 48 closed out — a net gain of 10 holders — while 192 added to existing stakes and 217 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $441M. The largest seller was TD Asset Management, cutting an estimated $562M.

  • 604 institutional investors held Toronto Dominion Bank (TD) as of Q3 2019, up from 597 in Q2 2019.
  • Funds reported $52B of Toronto Dominion Bank stock for Q3 2019, down 1.1% quarter-over-quarter.
  • 58 funds opened new Toronto Dominion Bank positions in Q3 2019 and 48 closed out, a net change of +10 holders.
  • The largest Toronto Dominion Bank buyer in Q3 2019 was Bank of Montreal, an estimated $441M added.
  • The largest Toronto Dominion Bank seller in Q3 2019 was TD Asset Management, an estimated $562M sold.

Based on aggregated 13F filings for Q3 2019.